Christine Mccafferty is a registered investment advisor at Corecap Advisors, based in Southfield, MI, with 28 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9,157 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CoreCap Advisors manages investments for a fee ranging from 0.5% to 3.00% of the value of your portfolio annually. The fee is calculated based on the value of your account and is typically billed in advance, either monthly or quarterly. For certain accounts with sub-advisors, fees are billed monthly in arrears. If you invest in Exchange Traded Funds or mutual funds, you will also pay the fees and expenses charged by those funds.
Location
27777 Franklin Road, Suite 700, Southfield, MI, 48034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine works as an insurance agent for Advantage Benefits Retirement Services, LLC, selling Medicare-Health Insurance since 2017. This takes about 10-20% of her time, with reduced hours during securities trading.
Employment History
Current Registrations
Corecap Investments, LLCBroker
Corecap Advisors
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Forethought Investments
Horace Mann Investors, INC.Broker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Investment Research CORP
World Capital Brokerage, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Quest Capital Strategies, INC.Broker
Horwitz & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.